MAM
McLean Asset Management Portfolio holdings
AUM $381M
This Quarter Return
-2%
1 Year Return
+12.74%
3 Year Return
+53.81%
5 Year Return
–
10 Year Return
–
AUM
$303M
AUM Growth
-$30.2M (-9%)
Cap. Flow
+$13.5M
Cap. Flow % of AUM
4.46%
Top 10 Holdings %Top 10 Hldgs %
53.68%
Holding
161
New
8
Increased
63
Reduced
68
Closed
12
Top Buys
1 | $6.4M | |
2 | $2.33M | |
3 | $1.63M | |
4 | $1.53M | |
5 | $1.33M |
Top Sells
1 | $704K | |
2 | $650K | |
3 | $582K | |
4 | $482K | |
5 | $480K |
Sector Composition
1 | Technology | 10.82% |
2 | Financials | 3.83% |
3 | Healthcare | 2.39% |
4 | Consumer Discretionary | 1.81% |
5 | Communication Services | 1.34% |